CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

Clients are looking for financial advisors that go beyond the niceties, to really get to know more about their unique needs as they secure the financial futures of themselves and their families. This makes placing clients at the forefront of an advisor’s practice paramount to the success of both parties, and the shift we’re experiencing in today’s rapidly changing industry continues to bring into focus one very important question: How exactly can advisors center their clients?

Delve into what being client-centric really means and hear from leading advisors as they share strategies drawn from their own experiences on making clients feel valued.

Join Sudha Sankar (FCSI®), Wealth Advisor, RBC Dominion Securities, Haiping Fu (FCSI®, CIM®, MBA), Associate Wealth & Investment Advisor, RBC Dominion Securities, Darren Dearing (MBA, CFP®, CIM®, FCSI®), Wealth Advisor, Scotia Wealth Management, and Jim Templeton (FCSI®), Financial Advisor, Manulife Securities Incorporated in our free webinar.

Sudha Sankar (FCSI®)

Wealth Advisor, RBC Dominion Securities

Haiping Fu (FCSI®, CIM®, MBA)

Associate Wealth & Investment Advisor, RBC Dominion Securities

Darren Dearing (MBA, CFP®, CIM®, FCSI®)

Wealth Advisor, Scotia Wealth Management

Jim Templeton (FCSI®)

Financial Advisor, Manulife Securities Incorporated